Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

education planning ,   emergency planning and disaster preparedness ,   Saving for College ,   Education Planning and Funding ,   IRA and Small Business Retirement Plans ,   insurance planning and risk management ,   Social Security Planning ,   Investment Portfolio Management ,   Tax Planning & Optimization ,   Estate Planning ,   Asset Registration and Beneficiary Designation Reviews ,   Insurance Risk Management ,   Employee Benefits Reviews ,   retirement income sustainability ,   Creditor Protection Considerations ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Retirement Savings and Retirement Spending Stress Testing ,   Retirement planning